MBCZX Mutual Fund

MBCZX Mutual Fund

NAV$18.19
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Returns Overview

1 Month
-4.11%
3 Months
-0.05%
6 Months
-1.63%
YTD
-2.30%
1 Year
-4.02%
3 Years (annualized)
+21.23%
5 Years (annualized)
+8.72%
10 Years (annualized)
+15.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MBCZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.30%
Peer Avg (YTD)
+5.23%
vs Peers
-7.53%

MBCZX Mutual Fund Performance

MBCZX performance across multiple time periods: 1-month -4.11%, YTD -2.30%, 1-year -4.02%, 3-year 21.23%, 5-year 8.72%, 10-year 15.63%.

MBCZX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

MBCZX vs another fund shows side-by-side returns. MBCZX alternatives are available in the Mutual Fund Screener.